Institutional Ownership Morgan Stanley (MS)
This table provides information about the institutional ownership of Morgan Stanley (MS). We have compiled data on the 2,089 institutions that hold shares in the stock, with a total of 1.33 Billion shares, which have been reported (via 13F filing form) to have a value of $158 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Knuff & CO LLC
Foster City, CA |
Aug 01, 2024 Q2 2024 |
1,270
shares
|
$151,688
0.04% of portfolio
|
Q2 2024
Reduced 7.3%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
1,253
shares
|
$149,658
0.02% of portfolio
|
Q2 2024
Reduced 6.63%
|
|
Resources Management Corp
West Hartford, CT |
Aug 14, 2024 Q2 2024 |
1,215
shares
|
$145,119
0.02% of portfolio
|
Q4 2023
Added 1206.45%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,214
shares
|
$145,000
0.05% of portfolio
|
Q2 2023
New holding
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,210
shares
|
$144,522
0.03% of portfolio
|
Q2 2024
Reduced 5.69%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
1,206
shares
|
$144,044
0.02% of portfolio
|
Q2 2024
Reduced 21.69%
|
|
Clear Street Markets LLC
|
Jul 26, 2024 Q2 2024 |
1,200
shares
|
$143,328
0.02% of portfolio
|
Q2 2024
New holding
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Aug 08, 2024 Q2 2024 |
1,200
shares
|
$143,328
0.09% of portfolio
|
Q2 2024
Added 0.84%
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
1,184
shares
|
$141,416
0.03% of portfolio
|
Q3 2023
Reduced 2.31%
|
|
First Financial Corp
|
Jul 11, 2024 Q2 2024 |
1,179
shares
|
$140,819
0.06% of portfolio
|
Q1 2024
Added 20.68%
|
|
Paladin Advisory Group, LLC
|
Jul 24, 2024 Q2 2024 |
1,156
shares
|
$138,072
0.09% of portfolio
|
Q1 2023
New holding
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
1,143
shares
|
$136,519
0.01% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
Mv Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
1,121
shares
|
$133,892
0.01% of portfolio
|
Q2 2024
Added 8.0%
|
|
General Partner, Inc.
Pittsburgh, PA |
Oct 02, 2024 Q3 2024 |
1,107
shares
|
$132,220
0.07% of portfolio
|
Q1 2024
Added 846.15%
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
1,104
shares
|
$131,861
0.02% of portfolio
|
Q4 2022
Added 0.36%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
1,081
shares
|
$129,114
0.03% of portfolio
|
Q2 2024
Added 81.38%
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
1,068
shares
|
$127,561
0.03% of portfolio
|
Q2 2024
Added 4.91%
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 08, 2024 Q2 2024 |
1,045
shares
|
$124,814
0.01% of portfolio
|
Q2 2024
Added 175.0%
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 08, 2024 Q3 2024 |
1,042
shares
|
$124,456
0.55% of portfolio
|
Q2 2024
Added 20.88%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
1,041
shares
|
$124,337
0.02% of portfolio
|
Q2 2024
Added 0.19%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 22, 2024 Q2 2024 |
1,029
shares
|
$122,903
0.05% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
1,027
shares
|
$122,664
0.03% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
Washington Trust Advisors, Inc.
|
Jul 25, 2024 Q2 2024 |
1,021
shares
|
$121,948
0.01% of portfolio
|
Q2 2024
Reduced 27.79%
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
1,017
shares
|
$121,470
0.02% of portfolio
|
Q3 2024
Added 0.2%
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 30, 2024 Q2 2024 |
1,011
shares
|
$120,753
0.05% of portfolio
|
Q2 2024
Reduced 1.94%
|